Table of Contents Preface - About This Manual What’s New for the Data Administrator in LISTSERV® Maestro 3.3 Improved LISTSERV List Header Keyword Support New Subscription/Membership Date Column New Welcome and Farewell Emails for HRLs, HLLs, and Datasets Section 1 Introduction to LISTSERV Maestro 3.3 1.1 System Requirements 1.2 LISTSERV Maestro Data Administration Interface 1.2.1 The Toolbar 1.2.2 The Dashboard Section 2 Data Administration in LISTSERV Maestro 2.1 Role of the Data Administrator 2.2 External Database Requirements 2.3 Hosted Data Requirements 2.3.1 Hosted Data Requirements Section 3 Introduction to Hosted Data Section 4 The Recipient Warehouse 4.1 Recipient Datasets 4.1.1 Creating a New Dataset 4.1.1.1 General Settings 4.1.1.2 Profile Fields 4.1.1.3 Profile Field Details 4.1.1.4 Summary 4.1.2 Editing Existing Datasets 4.2 Lookup Tables 4.2.1 Creating a Lookup Table 4.2.2 Editing Existing Lookup Tables 4.3 Bounce Processing Section 5 Introduction to Hosted Mailing Lists Section 6 Creating Hosted Recipient Lists 6.1 Hosted Recipient Mailing List Wizard 6.1.1 General Settings 6.1.2 Profile Fields 6.1.3 Profile Field Details 6.1.3.1 The Selection Field Details Tab 6.1.3.2 This Input Validation Tab 6.1.3.3 The Subscriber Name Definition Tab 6.1.3.4 The Default Values Tab 6.1.4 Summary Section 7 Creating Hosted LISTSERV Lists 7.1 Creating LISTSERV Announcement Lists 7.1.1 General Settings for LISTSERV Announcement List 7.1.2 Profile Fields for LISTSERV Announcement Lists 7.1.3 Profile Field Details for LISTSERV Announcement List 7.1.4 List Type for LISTSERV Announcement List 7.1.4.1 Advanced Configuration 7.1.5 List Options for LISTSERV Announcement Lists 7.1.5.1 Advanced Options 7.1.6 Posting Restrictions for LISTSERV Announcement Lists 7.1.6.1 Advanced Options 7.1.7 Topics for LISTSERV Announcement Lists 7.1.8 Summary for LISTSERV Announcement Lists 7.2 Creating LISTSERV Unmoderated Discussion Lists 7.2.1 General Settings for Unmoderated Discussion Lists 7.2.2 Profile Fields for Unmoderated Discussion Lists 7.2.3 Profile Field Details for Unmoderated Discussion Lists 7.2.4 List Type for Unmoderated Discussion Lists 7.2.4.1 Advanced Configuration 7.2.5 List Options for Unmoderated Discussion Lists 7.2.5.1 Advanced Options 7.2.6 Posting Restrictions for Unmoderated Discussion Lists 7.2.6.1 Advanced Options 7.2.7 Topics for Unmoderated Discussion Lists 7.2.8 Summary for Unmoderated Discussion Lists 7.3 Creating LISTSERV Moderated Discussion Lists 7.3.1 General Settings for Moderated Discussion Lists 7.3.2 Profile Fields for Moderated Discussion Lists 7.3.3 Profile Field Details for Moderated Discussion Lists 7.3.4 List Type for Moderated Discussion Lists 7.3.4.1 Advanced Configuration 7.3.5 List Options for Moderated Discussion Lists 7.3.5.1 Advanced Options 7.3.6 Posting Restrictions for Moderated Discussion Lists 7.3.6.1 Advanced Options 7.3.7 Topics for Moderated Discussion Lists 7.3.8 Summary for Moderated Discussion Lists 7.4 Creating LISTSERV User Defined Lists 7.4.1 General Settings for User Defined Lists 7.4.2 Profile Fields for User Defined Lists 7.4.3 Profile Field Details for User Defined Lists 7.4.4 List Type for User Defined Lists 7.4.4.1 Advanced Configuration 7.4.5 List Options for User Defined Lists 7.4.5.1 Advanced Options 7.4.6 Posting Restrictions for User Defined Lists 7.4.6.1 Advanced Options 7.4.7 Topics for User Defined Lists 7.4.8 Summary for Moderated Discussion Lists Section 8 Organizing Datasets 8.1 Working with Lists 8.1.1 Converting or Cloning a Standard LISTSERV List 8.1.2 Editing a List 8.1.3 Moving an Existing List into a Category 8.1.4 Deleting a List 8.2 Working with Categories 8.2.1 Creating a Category 8.2.2 Editing a Category 8.2.3 Deleting a Category 8.3 Managing Linked LISTSERV Lists Section 9 Adding and Maintaining Dataset Members and List Subscribers 9.1 Managing Dataset Members and List Subscribers 9.1.1 Editing Member and Subscriber Profiles 9.1.2 Filtering Members and Subscribers 9.2 Adding a Single Member or Subscriber 9.3 Modifying Members or Subscribers by Upload 9.3.1 The Upload Wizard 9.3.1.1 Type 9.3.1.2 Type Details 9.3.1.3 Source 9.3.1.4 Parse Details 9.3.1.5 Map Fields 9.3.1.6 Mapping Details 9.3.1.7 Launch Upload 9.4 Team Collaboration 9.5 Member and Subscriber Statistics Section 10 Allowing Members to Join a Dataset 10.1 Joining a Membership Area (Dataset) 10.1.1 Accessing LISTSERV Archives 10.1.2 Accessing the LISTSERV Maestro Subscriber Pages from LISTSERV 10.2 Subscribing to a List 10.2.1 Subscribing from the Membership Area 10.2.2 Subscribing from a List URL 10.3 Sending Mail to Hosted Lists 10.4 New Welcome and Farewell Emails for HRLs, HLLs, and Datasets Section 11 Subscriber Access Web Page URLs and Customization 11.1 Customizing the Subscriber Access Web Pages 11.1.1 Supplying a Custom Membership Area Header/Footer 11.1.1.1 Customizing the Membership Area Layout 11.1.1.2 Customizing the Layout of a List 11.1.2 Selecting a Subscriber Page 11.1.2.1 Customizing Subscriber Pages for a Dataset 11.1.2.2 Customizing Subscriber Pages for List Section 12 Introduction to Recipient Target Groups 12.1 Creating Recipient Target Groups 12.2 Selecting the Type of Target Group 12.3 The Target Group Definition Wizard Section 13 Hosted Recipient List Target Groups 13.1 General 13.2 Source 13.3 Source Details 13.4 Parameters 13.5 Input Layout 13.6 Input Preview 13.7 Summary Section 14 Classic LISTSERV List Target Groups 14.1 General 14.2 Source 14.3 Source Details 14.3.1 Standard List Messages with Topics 14.3.2 Special List Messages 14.4 Parameters 14.4.1 LISTSERV Topics as Parameters 14.4.2 Conditional Expression Parameters 14.5 Input Layout 14.5.1 Input Layout for LISTSERV Lists with Topics 14.5.2 Input Layout for LISTSERV Lists with Parameters in Conditions 14.6 Input Preview 14.7 Recipients Details 14.8 Summary Section 15 Target Groups Based on an Uploaded Text File 15.1 General 15.2 Source 15.3 Source Details 15.4 Recipient Details 15.4.1 Usage of Recipients Data 15.4.2 Recipient Identification Columns 15.4.3 Header Definition 15.5 Duplicate Elimination 15.6 Summary Section 16 Target Groups from a Database Accessed by LISTSERV Maestro 16.1 General 16.2 Source 16.3 Parameters 16.4 Input Layout 16.5 Input Preview 16.6 Recipients Details 16.6.1 Usage of Recipients Data 16.6.2 Recipient Identification Columns 16.6.3 Header Definition 16.7 Duplicate Elimination 16.8 Summary Section 17 Target Groups from a Database Accessed by LISTSERV 17.1 General 17.2 Source 17.3 Parameters 17.4 Input Layout 17.5 Input Preview 17.6 Recipients Details 17.7 Summary Section 18 Defining Parameters 18.1 Fixed and Parameterized SQL Statements 18.1.1 Parameter Placeholders 18.2 Available Parameter Types 18.2.1 Parameter Type Checkbox 18.2.2 Parameter Type Edit Field 18.2.3 Parameter Type Selection List 18.2.3.1 Manual specification 18.2.3.2 Database specification 18.2.4 Parameter Type Date and/or Time Section 19 Using Enabled Target Groups in the Recipients Wizard Appendix A: Using Formulas in Hosted Recipient List Target Groups Expressions Constant Number Expressions Constant Text Literal Expressions Standard Merge Field Expressions Optional Merge Field Expressions Function Expressions Operators Operators for Number Operands Operators for Text Operands Operator Precedence and Parenthesis Automatic Type-Conversion Formula Functions Date and Time Patterns Date and Time Formats Presentation Description Appendix B: About Comma Separated Files Appendix C: Email and International Character Sets LISTSERV Maestro and International Character Sets Merging Fields with International Character Sets International Character Set Recipient Names in the Mail-To-Header LISTSERV Maestro and Bi-Directional Character Sets Appendix D: Building Hosted Recipient Queries Editing the Condition Tree Combination Operator Nodes Normal Condition Nodes Left Operand Operator Right Operand Formulas in Conditions Parameters in Conditions Job Based Condition Nodes Examining Tracking Events of the Source Job Additional Issues with Job Based Conditions and Tracking Events Glossary of Terms
